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BDXNYSE/health care

Becton, Dickinson and Company

$153.83Up+1,89 (+1,24%)
Research reviewed: 12 jul 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Becton, Dickinson and Company operates in Health Care Equipment within the health care sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
152,56
Hoch
154,93
Tief
152,00
Marktkapitalisierung
42,39 Mrd.
KGV
26.85
52-Wochen-Hoch
--
Dividende
2.760%
Quartalsdividende
--

3-month price context

El gráfico muestra la tendencia reciente de 3 meses para entender la estructura de corto plazo antes de abrir el workspace completo.

Investment thesis

Base case
A broad installed base supports repeat demand for needles, syringes, diagnostic consumables and medication-management supplies. The base case remains conditional on separation complexity staying manageable.
Bull case
A broad installed base supports repeat demand for needles, syringes, diagnostic consumables and medication-management supplies. New pharmacy automation, microbiology and interventional products can improve mix and customer workflows. A focused separation can simplify the remaining business and sharpen capital allocation if executed cleanly.
Bear case
Carve-out costs, stranded overhead and operational disruption could dilute expected portfolio benefits. Medical-device recalls, remediation or regulatory findings can interrupt supply and raise costs. Provider labor and capital constraints can delay equipment upgrades and pressure pricing.
Thesis invalidation
Reassess the thesis if carve-out costs, stranded overhead and operational disruption could dilute expected portfolio benefits.

Key catalysts

  • Recurring clinical supplies

    A broad installed base supports repeat demand for needles, syringes, diagnostic consumables and medication-management supplies.

  • Innovation pipeline

    New pharmacy automation, microbiology and interventional products can improve mix and customer workflows.

  • Portfolio separation

    A focused separation can simplify the remaining business and sharpen capital allocation if executed cleanly.

Principal risks

  • Separation complexity

    Carve-out costs, stranded overhead and operational disruption could dilute expected portfolio benefits.

  • Quality and regulatory risk

    Medical-device recalls, remediation or regulatory findings can interrupt supply and raise costs.

  • Hospital budget pressure

    Provider labor and capital constraints can delay equipment upgrades and pressure pricing.

Latest earnings research

FY2026 Q2

BD's fiscal second-quarter 2026 update reflected demand across medication delivery, diagnostics and interventional products while the company continued portfolio-separation work and productivity initiatives.

Valuation interpretation

  • Recurring consumables support defensiveness, but the quality discount narrows only with consistent execution and product reliability.
  • Separation value should be assessed net of stranded costs, transition spending and the loss of diversification.

Peer research

ABTBSXISRG

Recent news

Trefis · vor 5 Tagen

The Wide Chasm Priced Into Boston Scientific Stock

Simply Wall St. · vor 5 Tagen

Becton Dickinson (BDX) Stock Trades At A Discount On Cash Flow And Earnings

Simply Wall St. · vor 5 Tagen

Becton Dickinson (BDX) Joins New Russell Indexes, Is The Stock Below Fair Value?

Zacks · vor 5 Tagen

Will Becton Dickinson (BDX) Beat Estimates Again in Its Next Earnings Report?

Motley Fool · vor 6 Tagen

Eli Lilly and Novo Nordisk Are Fine -- but These 2 Stocks Could Be an Even Better Way to Invest in the GLP-1 Boom

Trefis · vor 7 Tagen

How To Target A 10% Yield While Catching The BSX Stock Knife?

Data and research sources

Research updated: 12 jul 2026, 00:00 UTC
3 verified sources
BD Reports Second Quarter Fiscal 2026 Financial ResultsBecton, Dickinson and Company · earningsVerified

Fetched: 12/7/2026, 0:00:00 UTC

Published: 7/5/2026, 0:00:00

Open original source
Becton, Dickinson and Company Investor RelationsBecton, Dickinson and Company · companyVerified

Fetched: 12/7/2026, 0:00:00 UTC

Open original source
BD SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12/7/2026, 0:00:00 UTC

Published: 7/5/2026, 0:00:00

Open original source

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